Retirement Resources, LLC
● SEC registered since 2018CRD 151889SEC# 801-114202Auburn Hills, MI
Reg. AUM
$166.1M
Employees
3
Accounts
921
Location
Auburn Hills, MI
Retirement Resources, LLC assets under management
Retirement Resources, LLC is an investment advisory firm registered with the SEC based in Auburn Hills, MI. The firm has been registered since 2018. It reports $166.1 million in regulatory assets under management and employs 3 people.
Retirement Resources, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Martin Boike Control | Managing Member And Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Retirement Resources, LLC manage?
Retirement Resources, LLC reports $166.1 million in regulatory assets under management on its Form ADV.
How many employees does Retirement Resources, LLC have?
Retirement Resources, LLC reports 3 employees.
Where is Retirement Resources, LLC located?
Retirement Resources, LLC is based in Auburn Hills, MI and has been SEC-registered since 2018.
Does Retirement Resources, LLC disclose fund performance?
Retirement Resources, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1625 N Opdyke Rd, Auburn Hills, MI 48326 |
| Phone | 877-732-5751 |
| Fax | 248-836-1194 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$166.1M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$166.1Mregulatory AUM
Discretionary $166.1M